Anthropic is worried about getting enough power, paying for that power, and anti-esg laws that could affect how it procures that power and what it does with it. also wildfires and earthquakes in the bay area. heatmap.news/energy/anthr...
Matt Zeitlin
Anthropic is worried about getting enough power, paying for that power, and anti-esg laws that could affect how it procures that power and what it does with it. also wildfires and earthquakes in the bay area. heatmap.news/energy/anthr...
The California Insurance Commissioner race is meaningfully contested this year: a Bernie-ite progressive who wants single payer disaster insurance vs a Dem state senator who wants to make the system work heatmap.news/politics/cal...
rarely do i say "bombshell fossil fuel infrastruture emissions attribution podcast" but that's exactly what this is podcasts.apple.com/us/podcast/s...
Matt Zeitlin reposted
Climate and permitting has been a sore spot for the relationship between Democrats and the building trades. The hardhats hated Obama, Clinton, and Biden's opposition to Keystone, but loved the IIJA and IRA. Now, *some* hardhat unions like BAAJA, with one notable silence heatmap.news/politics/baa...
Can This BAAJA Blast of a Permitting Bill Actually Build Más? heatmap.news/politics/bip...
Utilities are due to spend over a trillion dollars over the next few years, they're the gatekeepers to AI...and maybe have never been weaker politically, which could be why a permitting deal finally comes together... heatmap.news/daily/exelon...
i've heard this described as "90% of charities should be more effective altruist than they are right now"
I'm a Meta-Effective Altruist™️ I believe that Effective Altruism needs to be redistributed from where it is least effective (Silicon Valley sex cultists) to where it would be most effective (British pensioners who leave their life savings to the Donkey Sanctuary).
Matt Zeitlin reposted
Scoop: The Trump administration is flouting a court order ruling their de facto freeze on wind farm height approvals was illegal, the lead plaintiff in the case told @heatmap.news, after an update to court laid out no new approvals since the edict
nvidia, google, and datacenter startup emerald ai are teaming up (with anthropic!) to advocate for flexible load, setting up structures to allow data centers to shut off at times of high demand to reduce strain on the grid. if they can't make it work, can anyone? heatmap.news/energy/ai-en...
Expensive diesel means more expensive heating oil, this is a really big deal in New England where you have may have heard of some congressional and senate races heatmap.news/energy/new-e...
Higher rates are bad for renewables which have lots of upfront costs that need to be financed and higher input costs don't help either (materials, skilled labor, etc), except for one input...electricity heatmap.news/economy/bond...
It's a really good time to be refining oil in the United States — and it will only get better (for you, not for drivers or farmers or New Englanders) if another refinery goes down for maintenance or a hurricane heatmap.news/energy/oil-r...
It's very very hot in Texas. But the grid is fine. Electricity prices are manageable. What happened? 🔋🔋🔋🔋BATTERIES!!! 🔋🔋🔋 heatmap.news/energy/texas...
This is not a good time for diesel prices to be spiking, driving season may be ending, but the harvest is beginning and then we're into heating season in the northeast heatmap.news/energy/diese...
Matt Zeitlin reposted
Matt Zeitlin reposted
How do you sell a cap-and-trade program — which literally makes some electricity more expensive — at a time of rising electricity rates? Give some of the money back to ratepayers! heatmap.news/energy/rggi-...
governors are getting blame for electricity prices anyway so they're getting involved in utility ratemaking heatmap.news/politics/spa...
Matt Zeitlin reposted
big @jael.bsky.social scoop: developer clearway isn't going forward with its data center and gas plant proposal (that had already been swapped out for an existing solar proposal) heatmap.news/sparks/clear...
oil companies posted huge profits this past quarter, does this means investors are excited about the oil business? is oil "back"? well....yes and no heatmap.news/energy/chevr...
Matt Zeitlin reposted
Big scoop: The solar permitting freeze is so bad a renewables developer — Clearway — asked Trump if they can swap an unpermitted solar farm in Nevada for a data center and gas power plant instead. My latest for @heatmap.news
Matt Zeitlin reposted
An extremely well-deserved victory lap from Bishop: The “index crossed into TACO territory on Wednesday and shot through its three key precedents on Thursday,” with pivot said to begin “after President Trump’s ‘mindset started to change on Thursday evening’”
Signum Global’s Andrew Bishop developed a “Hormuz TACO Index” (based on Brent, 10Y UST yields, Hormuz crossings & S&P 500) to map out presidential pivot points Conclusion: “extrapolating linearly would suggest that a TACO could happen as early as 7/22 and ‘should’ happen no later than 7/30”
Matt Zeitlin reposted
if you read between the lines of the hochul data center moratorium, she's implemented something less strict than what the legislature wanted and could, in a year, lead to a win-win with data center and renewable developers...maybe heatmap.news/politics/hoc...
is hochul bowing to leftists in the state legislature or aligning stakeholders behind her own vision of (especially upstate) economic development....YES! heatmap.news/politics/hoc...
all energy generation is getting more expensive in LCOE terms and it's even hitting gas....in part because demand is so high heatmap.news/energy/lazar...
if new york wants to meaningfully decarbonize by 2030, it's not going to be through more mega generation or transmission projects, it's going to be through efficiency and local generation — maybe one day homeowners will be able to install batteries! heatmap.news/energy/new-y...
New York is still using its peaker fleet on hot days, it only has one new big clean energy project coming online relatively soon, its Quebec transmission line keeps on shutting down, and it's impossible to install a residential battery heatmap.news/energy/new-y...
Two years ago governor Phil Murphy was telling data center developers New Jersey was open for business — and tax credits ! — two years and $250 million for CoreWeave later, New Jersey lawmakers are scrapping the credit heatmap.news/politics/new...
Indiana has it all when it comes to energy policy: a data center boom, local backlash, utility price hikes, and a republican governor getting mad at the utility and the regulators heatmap.news/politics/mik...
Data center moratoria are moving closer and closer to the center of the Democratic party. AOC, Bernie, the New York state legislature and now the ranking member on the energy and commerce committee heatmap.news/politics/pal...
Big tech comapnies are at least open — if not outright supportive — of bills and pledges that could put them on the hook for billions of dollars of costs. Why? heatmap.news/politics/rat...
It's possible to imagine the Ratepayer Protection Act is passed or the Pledge continues. Costs continue to rise, people continue to be upset and hyperscalers and their allies in government point to the pledge and say "well, it's not *our* fault" heatmap.news/politics/rat...
Big tech comapnies are at least open — if not outright supportive — of bills and pledges that could put them on the hook for billions of dollars of costs. Why? heatmap.news/politics/rat...
Where data centers are leading to higher costs, it's because of constrained grids and capacity markets that aren't working. A ratepayer protection pledge might get hyperscalers to pay for some substations, but won't fix these market issues heatmap.news/politics/rat...
And whether the Ratepayer Protection Act can get utilities, regulators, and hyperscalers to draw up tariffs that internalize all the incremental costs is highly unclear. The bill is nonbinding and it's hard to allocate costs precisely heatmap.news/politics/rat...
Big tech comapnies are at least open — if not outright supportive — of bills and pledges that could put them on the hook for billions of dollars of costs. Why? heatmap.news/politics/rat...
These ideas, either as nonbinding pledges or actual laws are not coming from anti-AI-industry types. They're coming from the tech industry themselves and lawmakers that want AI investment to continue heatmap.news/politics/rat...
There's two big issues with this pledge to internalize costs. 1. Rising costs we're seeing now are likely not largely from data centers. It's badly designed markets, incentives to invest distribution, and rising costs of doing so heatmap.news/politics/rat...